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Building 2CARR CAPITAL MANAGEMENT, INC.

Map pinPALO ALTO, CA
Phone(650) 323-1680
NotebookSEC #801-63177
Total AUM
$22M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2441 PARK BLVD.
PALO ALTO
CA 94306
USA
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(650) 323-1680

ReceiptFinancials

Total AUM
$22M
Accounts
120
Discretionary
$22M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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